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106,328 candidate doc → node links pending adjudication. Each was auto-generated by cosine similarity ≥ 0.55 between document and prediction embeddings (bge-base-en-v1.5, 768-dim). Showing page 1 of 6, 500 rows by similarity. Adjudicating updates doc_node_links.reviewed=true with the chosen polarity, writes per-link rows to audit_log, and removes the row from this queue. Phase 4 inference will use confirmed corroborates/contradicts links as Bayesian evidence.
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| Sim | Doc | Source | Pred | Domain | Prior | |
|---|---|---|---|---|---|---|
| 0.72 | edgar_8k 2026-05-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.72 | edgar_8k 2026-06-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.72 | edgar_8k 2026-06-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.72 | edgar_8k 2026-07-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.71 | edgar_8k 2026-05-08 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.71 | edgar_8k 2026-06-18 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.71 | edgar_8k 2026-06-30 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.71 | edgar_8k 2026-07-02 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.70 | edgar_8k 2026-05-08 | SPC_004 Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenue $602M (+38% YoY), market cap nearing $49B by early 2026 — as a key beneficiary of the SpaceX-ecosystem repricing wave. Morgan Stanley | Markets/Stocks | 83% | ||
| 0.70 | edgar_8k 2026-06-05 | SPC_004 Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenue $602M (+38% YoY), market cap nearing $49B by early 2026 — as a key beneficiary of the SpaceX-ecosystem repricing wave. Morgan Stanley | Markets/Stocks | 83% | ||
| 0.70 | edgar_8k 2026-06-29 | SPC_004 Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenue $602M (+38% YoY), market cap nearing $49B by early 2026 — as a key beneficiary of the SpaceX-ecosystem repricing wave. Morgan Stanley | Markets/Stocks | 83% | ||
| 0.69 | edgar_8k 2026-05-11 | SPC_005 AST SpaceMobile (ASTS) will scale from $70.9M full-year 2025 revenue (guided $150M-$200M for 2026) to approximately $1 billion by 2027 — driven by direct-to-cell satellite technology commercialization. Morgan Stanley | Markets/Stocks | 56% | ||
| 0.69 | edgar_8k 2026-06-15 | SPC_005 AST SpaceMobile (ASTS) will scale from $70.9M full-year 2025 revenue (guided $150M-$200M for 2026) to approximately $1 billion by 2027 — driven by direct-to-cell satellite technology commercialization. Morgan Stanley | Markets/Stocks | 56% | ||
| 0.68 | edgar_8k 2026-05-19 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.68 | edgar_8k 2026-06-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.67 | edgar_8k 2026-05-04 | COD_SPC_005 NASA Dragonfly launches on Falcon Heavy in the July 2028 window Codex Research Pack | Space | 33% | ||
| 0.67 | edgar_8k 2026-05-08 | SEM_011 Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. Jensen Huang | Capital Markets | 86% | ||
| 0.67 | edgar_8k 2026-06-02 | COD_SPC_005 NASA Dragonfly launches on Falcon Heavy in the July 2028 window Codex Research Pack | Space | 33% | ||
| 0.67 | edgar_8k 2026-06-05 | COD_SPC_005 NASA Dragonfly launches on Falcon Heavy in the July 2028 window Codex Research Pack | Space | 33% | ||
| 0.67 | edgar_8k 2026-06-18 | SEM_011 Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. Jensen Huang | Capital Markets | 86% | ||
| 0.67 | edgar_8k 2026-06-30 | SEM_011 Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. Jensen Huang | Capital Markets | 86% | ||
| 0.67 | edgar_8k 2026-07-02 | SEM_011 Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. Jensen Huang | Capital Markets | 86% | ||
| 0.67 | edgar_8k 2026-05-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.67 | edgar_8k 2026-05-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.67 | edgar_8k 2026-06-08 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.67 | edgar_8k 2026-07-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.66 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.66 | edgar_8k 2026-05-08 | 240_007 Regulators will dust off antitrust legislation against NVIDIA Dave Blundin | Geopolitics | 38% | ||
| 0.66 | edgar_8k 2026-05-08 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.66 | edgar_8k 2026-06-18 | 240_007 Regulators will dust off antitrust legislation against NVIDIA Dave Blundin | Geopolitics | 38% | ||
| 0.66 | edgar_8k 2026-06-18 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.66 | edgar_8k 2026-06-30 | 240_007 Regulators will dust off antitrust legislation against NVIDIA Dave Blundin | Geopolitics | 38% | ||
| 0.66 | edgar_8k 2026-06-30 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.66 | edgar_8k 2026-07-02 | 240_007 Regulators will dust off antitrust legislation against NVIDIA Dave Blundin | Geopolitics | 38% | ||
| 0.66 | edgar_8k 2026-07-02 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.66 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.66 | edgar_8k 2026-05-11 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.66 | edgar_8k 2026-05-18 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.66 | edgar_8k 2026-06-11 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.66 | edgar_8k 2026-06-30 | CMQ_063 Quantum compute integration with AI optimization algorithms and material-science discovery could drastically accelerate algorithmic efficiencies for Intelligence Explosion — potentially pulling superintelligence timelines closer. Alex Wissner-Gross | Quantum/AI | 15% | ||
| 0.66 | edgar_8k 2026-05-05 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.66 | edgar_8k 2026-05-18 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.66 | edgar_8k 2026-06-09 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.66 | edgar_8k 2026-06-12 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.66 | edgar_8k 2026-06-15 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.65 | edgar_8k 2026-05-05 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.65 | edgar_8k 2026-05-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.65 | edgar_8k 2026-06-30 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.65 | edgar_8k 2026-05-11 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.65 | edgar_8k 2026-05-18 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.65 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.65 | edgar_8k 2026-06-10 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.65 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.65 | edgar_8k 2026-06-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.65 | edgar_8k 2026-06-30 | 247_037 Quantum computing will not break Bitcoin (Mike Saylor position) Michael Saylor | Crypto | 54% | ||
| 0.65 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.65 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.64 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.64 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.64 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.64 | edgar_8k 2026-05-15 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.64 | edgar_8k 2026-06-11 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.64 | edgar_8k 2026-07-01 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.64 | edgar_8k 2026-05-11 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.64 | edgar_8k 2026-05-18 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.64 | edgar_8k 2026-06-30 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.64 | edgar_8k 2026-07-02 | 246_010 SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years. Peter Diamandis | Markets/Stocks | 43% | ||
| 0.64 | edgar_8k 2026-06-02 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.64 | edgar_8k 2026-06-10 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.64 | edgar_8k 2026-06-15 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.64 | edgar_8k 2026-06-29 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.64 | edgar_8k 2026-06-11 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.64 | edgar_8k 2026-05-15 | 248_001 Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors. Alex Wissner-Gross | Space | 34% | ||
| 0.64 | edgar_8k 2026-05-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-09 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.63 | edgar_8k 2026-06-24 | CMQ_038 Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to reduce 'time to first token' for long-context LLM inference. Micron | Semis/Memory | 52% | ||
| 0.63 | edgar_8k 2026-05-15 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.63 | edgar_8k 2026-07-01 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.63 | edgar_8k 2026-06-02 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.63 | edgar_8k 2026-06-10 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.63 | edgar_8k 2026-06-15 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.63 | edgar_8k 2026-06-29 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.63 | edgar_8k 2026-05-05 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.63 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-05 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.63 | edgar_8k 2026-05-04 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.63 | edgar_8k 2026-05-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-18 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.63 | edgar_8k 2026-06-09 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.63 | edgar_8k 2026-06-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.63 | edgar_8k 2026-06-15 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.63 | edgar_8k 2026-06-30 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.63 | edgar_8k 2026-06-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-07-02 | 240_026 Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company Dave Blundin | Markets/Stocks | 14% | ||
| 0.63 | edgar_8k 2026-06-02 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.63 | edgar_8k 2026-06-10 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.63 | edgar_8k 2026-06-15 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.63 | edgar_8k 2026-06-29 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.63 | edgar_8k 2026-05-05 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.63 | edgar_8k 2026-05-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.63 | edgar_8k 2026-06-02 | SPC_002 A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o... Morgan Stanley | Markets/Stocks | 45% | ||
| 0.63 | edgar_8k 2026-06-03 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-03 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.63 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-06-10 | SPC_002 A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o... Morgan Stanley | Markets/Stocks | 45% | ||
| 0.63 | edgar_8k 2026-06-15 | SPC_002 A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o... Morgan Stanley | Markets/Stocks | 45% | ||
| 0.63 | edgar_8k 2026-06-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-26 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.63 | edgar_8k 2026-06-29 | SPC_002 A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trillion valuation target — with roughly one-third defensible solely on proven Starlink + launch cash flow, and remaining two-thirds resting on speculative programs (Starship V3, o... Morgan Stanley | Markets/Stocks | 45% | ||
| 0.63 | edgar_8k 2026-07-01 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.63 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-13 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-13 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-06-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-09 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-06-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-06-26 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.63 | edgar_8k 2026-05-19 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.63 | edgar_8k 2026-06-04 | 247_001 xAI will IPO at $2 trillion valuation this coming summer Peter Diamandis | AI | 42% | ||
| 0.63 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-05-15 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.63 | edgar_8k 2026-05-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.63 | edgar_8k 2026-07-01 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.62 | edgar_8k 2026-05-19 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-07-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-05-05 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.62 | edgar_8k 2026-05-08 | 244_013 Uber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the US Dara Khosrowshahi | Auto/Transport | 47% | ||
| 0.62 | edgar_8k 2026-05-11 | 244_013 Uber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the US Dara Khosrowshahi | Auto/Transport | 47% | ||
| 0.62 | edgar_8k 2026-05-13 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.62 | edgar_8k 2026-05-15 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-06-11 | 242_011 New non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 years Dave Blundin | AI | 46% | ||
| 0.62 | edgar_8k 2026-06-24 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-05-05 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-05-04 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-06-30 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-05-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-06-03 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-06-16 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-06-25 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.62 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-05-05 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-05-04 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-05-08 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.62 | edgar_8k 2026-05-11 | 244_012 Uber will monetize its Didi stake at some point Dara Khosrowshahi | Markets/Stocks | 41% | ||
| 0.62 | edgar_8k 2026-06-30 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-05-05 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-05-05 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-05-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-05-11 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-05-13 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-05-15 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.62 | edgar_8k 2026-05-18 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-06-04 | IND_005 Convergence of computational biology + AI-driven data modeling + CRISPR gene editing enables bringing back extinct species — Form Bio platform (spun out 2022) enables successful resurrection of woolly mammoth and Tasmanian tiger within the decade (by ~... Ben Lamm | Biotech/Longevity | 33% | ||
| 0.62 | edgar_8k 2026-06-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-06-08 | SEM_018 SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. SMIC (All-In Podcast analysis) | Semis | 47% | ||
| 0.62 | edgar_8k 2026-06-09 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-06-09 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-06-12 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-06-15 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.62 | edgar_8k 2026-06-15 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-06-24 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.62 | edgar_8k 2026-06-26 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.62 | edgar_8k 2026-06-30 | SEM_040 Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance. Michael Saylor | Finance/Crypto | 48% | ||
| 0.62 | edgar_8k 2026-04-29 | 238_036 Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers Emad Mostaque | Media/Ads | 25% | ||
| 0.62 | edgar_8k 2026-05-05 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-05-04 | 238_036 Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers Emad Mostaque | Media/Ads | 25% | ||
| 0.62 | edgar_8k 2026-05-29 | 238_036 Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers Emad Mostaque | Media/Ads | 25% | ||
| 0.62 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-07-02 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-05-15 | FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis | Biotech/Longevity | 31% | ||
| 0.62 | edgar_8k 2026-06-02 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.62 | edgar_8k 2026-06-09 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-06-24 | FUT_019 Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... Multi-Forecaster Synthesis | Biotech/Longevity | 31% | ||
| 0.62 | edgar_8k 2026-06-24 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.62 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.62 | edgar_8k 2026-06-03 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-06-11 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.62 | edgar_8k 2026-06-18 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.61 | edgar_8k 2026-05-04 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-05-11 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-05-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-05-11 | INF_034 Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026. Equinix | Real Estate | 49% | ||
| 0.61 | edgar_8k 2026-05-15 | INF_034 Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026. Equinix | Real Estate | 49% | ||
| 0.61 | edgar_8k 2026-06-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-15 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-05-15 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-06-22 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-06-30 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.61 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-05-12 | 232_012 US-China AI situation about to get more complicated regarding open source models and secrets. Ben Horowitz | Geopolitics | 44% | ||
| 0.61 | edgar_8k 2026-05-14 | COD_BIO_001 FDA finalizes or materially advances AI-for-drug-submission guidance by end 2026 Codex Research Pack | Biotech/Longevity | 47% | ||
| 0.61 | edgar_8k 2026-06-03 | 232_012 US-China AI situation about to get more complicated regarding open source models and secrets. Ben Horowitz | Geopolitics | 44% | ||
| 0.61 | edgar_8k 2026-06-16 | 232_012 US-China AI situation about to get more complicated regarding open source models and secrets. Ben Horowitz | Geopolitics | 44% | ||
| 0.61 | edgar_8k 2026-05-14 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.61 | edgar_8k 2026-05-15 | INF_045 Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. Morgan Stanley | Energy | 51% | ||
| 0.61 | edgar_8k 2026-05-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-29 | INF_045 Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. Morgan Stanley | Energy | 51% | ||
| 0.61 | edgar_8k 2026-06-09 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-25 | INF_045 Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. Morgan Stanley | Energy | 51% | ||
| 0.61 | edgar_8k 2026-06-25 | INF_045 Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. Morgan Stanley | Energy | 51% | ||
| 0.61 | edgar_8k 2026-06-24 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-24 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-15 | CMQ_037 Samsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4. Morgan Stanley | Semis/Memory | 20% | ||
| 0.61 | edgar_8k 2026-06-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-17 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-24 | CMQ_037 Samsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4. Morgan Stanley | Semis/Memory | 20% | ||
| 0.61 | edgar_8k 2026-05-11 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.61 | edgar_8k 2026-05-12 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.61 | edgar_8k 2026-05-14 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-15 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.61 | edgar_8k 2026-05-18 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.61 | edgar_8k 2026-05-29 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.61 | edgar_8k 2026-06-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-10 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-12 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.61 | edgar_8k 2026-06-12 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.61 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-16 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-17 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-22 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.61 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-30 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.61 | edgar_8k 2026-05-08 | 244_032 Uber will cash flow $10B this year (2026) Dara Khosrowshahi | Markets/Stocks | 55% | ||
| 0.61 | edgar_8k 2026-05-11 | 244_032 Uber will cash flow $10B this year (2026) Dara Khosrowshahi | Markets/Stocks | 55% | ||
| 0.61 | edgar_8k 2026-05-19 | 246_010 SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years. Peter Diamandis | Markets/Stocks | 43% | ||
| 0.61 | edgar_8k 2026-06-04 | 246_010 SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years. Peter Diamandis | Markets/Stocks | 43% | ||
| 0.61 | edgar_8k 2026-07-02 | 246_009 SpaceX and Tesla will NOT merge absent financial distress or capital need. Alex Wissner-Gross | Markets/Stocks | 32% | ||
| 0.61 | edgar_8k 2026-05-05 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-05-05 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-05-04 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-05-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-04 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-05-11 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.61 | edgar_8k 2026-05-11 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-05-12 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-05-13 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-05-13 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-05-18 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.61 | edgar_8k 2026-06-01 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-06-01 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-06-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-04 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-06-08 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-06-09 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-09 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-15 | CMQ_053 Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-labor shortages in automotive manufacturing. Brett Adcock | Robotics | 55% | ||
| 0.61 | edgar_8k 2026-06-15 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-06-16 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-18 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-06-18 | CMQ_053 Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-labor shortages in automotive manufacturing. Brett Adcock | Robotics | 55% | ||
| 0.61 | edgar_8k 2026-06-17 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-26 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.61 | edgar_8k 2026-07-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-30 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.61 | edgar_8k 2026-06-30 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.61 | edgar_8k 2026-05-04 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-05-11 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-05-12 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-05-18 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-06-02 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-06-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-06-05 | COD_SPC_003 SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant transfer by end 2026 Codex Research Pack | Space | 28% | ||
| 0.61 | edgar_8k 2026-06-25 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-06-25 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.61 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-05-13 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.61 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-03 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.61 | edgar_8k 2026-06-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.61 | edgar_8k 2026-06-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.61 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-11 | 242_007 Prediction markets favor $2T+ SpaceX IPO pricing in Terafab value Prediction markets | Markets/Stocks | 45% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-18 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-05 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-25 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-06-25 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-25 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-07-01 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-11 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-13 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-13 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-14 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-04 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-06-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-09 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-09 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-06-09 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-15 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-06-22 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-24 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-26 | SEM_023 No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. Joseph Moore | Semis/Markets | 53% | ||
| 0.60 | edgar_8k 2026-07-02 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-15 | 240_035 Meta secured 6.6 GW of clean nuclear power for 2035 Meta | Energy | 46% | ||
| 0.60 | edgar_8k 2026-05-29 | 240_035 Meta secured 6.6 GW of clean nuclear power for 2035 Meta | Energy | 46% | ||
| 0.60 | edgar_8k 2026-06-04 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-11 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-25 | 240_035 Meta secured 6.6 GW of clean nuclear power for 2035 Meta | Energy | 46% | ||
| 0.60 | edgar_8k 2026-06-25 | 240_035 Meta secured 6.6 GW of clean nuclear power for 2035 Meta | Energy | 46% | ||
| 0.60 | edgar_8k 2026-06-25 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-04-30 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.60 | edgar_8k 2026-05-14 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-15 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.60 | edgar_8k 2026-05-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-18 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.60 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-02 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.60 | edgar_8k 2026-06-02 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-05 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-22 | S_MARS_2031PLUS Mars uncrewed: 2031+ transfer window or further delay | mars_uncrewed_landing | 25% | ||
| 0.60 | edgar_8k 2026-06-25 | 247_039 Quantum not a risk to Bitcoin; Saylor is 100% right Dave Blundin | Crypto | 54% | ||
| 0.60 | edgar_8k 2026-06-25 | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. Jensen Huang | Policy/Semis | 66% | ||
| 0.60 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.60 | edgar_8k 2026-05-05 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-08 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-05-11 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-13 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-13 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-05-14 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.60 | edgar_8k 2026-05-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-15 | SEM_009 The AI boom rooted in semiconductor hardware will generate the world's first individual trillionaire (2026+). Mark Cuban | Economy | 30% | ||
| 0.60 | edgar_8k 2026-05-18 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-05-29 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-02 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.60 | edgar_8k 2026-06-02 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.60 | edgar_8k 2026-06-04 | 245_031 99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadly Ben Lamm | Biotech/Longevity | 41% | ||
| 0.60 | edgar_8k 2026-06-05 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.60 | edgar_8k 2026-06-09 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.60 | edgar_8k 2026-06-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-12 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-22 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-25 | 247_036 Google's Q-Day for quantum breaking RSA moved up to 2029 Google | AI | 46% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.60 | edgar_8k 2026-06-30 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.60 | edgar_8k 2026-07-02 | SPC_007 SpaceX will NOT pursue a traditional IPO — instead, the aerospace company will go public via a reverse merger with Tesla, allowing Musk to consolidate control and power over his two seminal assets into a single capitalization table. Chamath Palihapitiya | Markets/Stocks | 20% | ||
| 0.60 | edgar_8k 2026-05-08 | 243_039 Uber will work with drone delivery companies including Zipline, Sky Trax, Manna Dara Khosrowshahi | Robotics | 39% | ||
| 0.60 | edgar_8k 2026-05-11 | 243_039 Uber will work with drone delivery companies including Zipline, Sky Trax, Manna Dara Khosrowshahi | Robotics | 39% | ||
| 0.60 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.60 | edgar_8k 2026-06-12 | S_HUMANOID_ENTERPRISE_2028 Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | 50% | ||
| 0.60 | edgar_8k 2026-06-16 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-26 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-04-30 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-08 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-11 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.60 | edgar_8k 2026-05-14 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-15 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-05-18 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-05-29 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-09 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-11 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-11 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-10 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-12 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-12 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.60 | edgar_8k 2026-06-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-18 | 240_034 Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 Morgan Stanley | Energy | 47% | ||
| 0.60 | edgar_8k 2026-06-18 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-22 | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | 12% | ||
| 0.60 | edgar_8k 2026-06-25 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-06-25 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_028 Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. Joseph Moore | Capital Markets | 55% | ||
| 0.60 | edgar_8k 2026-06-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-04-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-05-13 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-15 | INF_043 Unit cost of intelligence will drop at a rate far exceeding Moore's Law, driving explosive demand growth that filters out to edge devices and localized small models. Marc Andreessen | AI | 47% | ||
| 0.60 | edgar_8k 2026-06-02 | SEM_039 Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory. Jack Dorsey | Semis/ASICs | 83% | ||
| 0.60 | edgar_8k 2026-06-03 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-06-04 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-08 | SEM_020 Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. Nvidia (All-In Podcast analysis) | Semis | 64% | ||
| 0.60 | edgar_8k 2026-06-10 | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). Jensen Huang | Manufacturing | 86% | ||
| 0.60 | edgar_8k 2026-06-16 | 242_055 Activist investing will be disrupted by AI writing open letters to public firms Alex Wissner-Gross | Markets/Stocks | 34% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-01 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-30 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-07-02 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-04 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | — | 22% | ||
| 0.60 | edgar_8k 2026-05-12 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-05-14 | 242_034 AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) Chamath Palihapitiya | Markets/Stocks | 38% | ||
| 0.60 | edgar_8k 2026-05-15 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.60 | edgar_8k 2026-05-29 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-06-08 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-15 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.60 | edgar_8k 2026-06-16 | 232_060 We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. Alex Wissner-Gross | AI | 20% | ||
| 0.60 | edgar_8k 2026-06-18 | COD_TECH_001 A16/N2-class TSMC process availability materially supports 2027 AI accelerator ramps Codex Research Pack | Semis | 50% | ||
| 0.60 | edgar_8k 2026-06-18 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.60 | edgar_8k 2026-06-24 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-05 | TK12 Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal) | — | 8% | ||
| 0.60 | edgar_8k 2026-05-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-05-12 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-05-12 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-05-18 | 247_003 Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO Alex Wissner-Gross | AI | 35% | ||
| 0.60 | edgar_8k 2026-06-03 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-03 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-05 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.60 | edgar_8k 2026-06-12 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-12 | CMQ_040 AI-driven demand has triggered an 'unprecedented supercycle' for dominant global memory suppliers (Samsung, SK Hynix, Micron). Samsung executives | Semis/Memory | 62% | ||
| 0.60 | edgar_8k 2026-06-16 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.60 | edgar_8k 2026-06-18 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.60 | edgar_8k 2026-06-22 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.60 | edgar_8k 2026-06-25 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.60 | edgar_8k 2026-06-29 | AUT_023 Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling exponentially to over $1 trillion by 2040 — ~35x growth over 10 years as regulatory certification, manufacturing capacity, and urban vertiport infrastructure mature. Morgan Stanley | Auto/Transport | 47% | ||
| 0.59 | edgar_8k 2026-05-04 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | 20% | ||
| 0.59 | edgar_8k 2026-05-05 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-08 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-13 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-05-14 | SEM_030 S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap). Mike Wilson | Capital Markets | 43% | ||
| 0.59 | edgar_8k 2026-05-15 | TK10 $100T Sovereign Debt Crisis | — | 12% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-05-15 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.59 | edgar_8k 2026-05-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-05-15 | CMQ_028 NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). Jensen Huang | Semis | 72% | ||
| 0.59 | edgar_8k 2026-05-29 | INF_050 Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. Jensen Huang | Energy | 39% | ||
| 0.59 | edgar_8k 2026-05-29 | INF_070 Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... Leopold Aschenbrenner | Energy | 57% | ||
| 0.59 | edgar_8k 2026-06-03 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-04 | TK13 Biotech/Synbio Safety Event | — | 15% | ||
| 0.59 | edgar_8k 2026-06-04 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.59 | edgar_8k 2026-06-05 | INF_001 Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. Leopold Aschenbrenner | AI | 48% | ||
| 0.59 | edgar_8k 2026-06-11 | S_GRID_50GW_2027 50GW dedicated AI/data center grid by Dec 2027 | energy_grid_expansion | 40% | ||
| 0.59 | edgar_8k 2026-06-11 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% | ||
| 0.59 | edgar_8k 2026-06-10 | SEM_025 Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. Joseph Moore | Capital Markets | 45% | ||
| 0.59 | edgar_8k 2026-06-15 | S_IPO_TRILLION_2026 First $1T+ IPO in 2026 | ipo_trillion_plus | 25% | ||
| 0.59 | edgar_8k 2026-06-15 | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. Joseph Moore | Capital Markets | 68% |